EDUCATION .

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  • If you have questions from our webinar and would like to attend our private Q&A Session sign up and bring 1 Friend

    If you have not yet attended the webinar, please attend & sign up

    • No personal recommendations will be made during this session only General question and situation

    • For personal assessment book a private 1 on 1 session

    • Homeowners

    • Retiree

    • Parents with dependents

    If your income stopped today how long would your savings last

    Who would feel it first

    • Your mortgage

    • Your future

    • Your kids

    In this session you will Learn

    • Asset protection strategies

    • Income replacement strategies

    • Disadvantage & advantages of insurance in financial planning

  • In this one‑on‑one discovery session we’ll review your

    • assets

    • debts

    • income risks

    • Insurance policy review to see if it fits your current circumstances

    then outline tailored solutions that fit like a glove. The goal is clarity and a plan aligned with your personal needs.

    Free for all members, webinar & private Q& A attendees